Schneider Downs Wealth Management Advisors, LP SCHX Holdings History
Schneider Downs Wealth Management Advisors, LP's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 1.51 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $33.30 Mil. This investment constitutes 6.03% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Schneider Downs Wealth Management Advisors, LP has made 26 purchases of SCHX, at an average price of $28.24, for a total of 1.52 Mil shares. In addition, there have been 2 sales at an average price of $52.68 for 13,673.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Schneider Downs Wealth Management Advisors, LP's estimated gain on his SCHX holdings is $-4.77 Mil, reflecting a -11.09% gain to date.
Schneider Downs Wealth Management Advisors, LP SCHX ($24.86) Holding Chart
Schneider Downs Wealth Management Advisors, LP SCHX ($24.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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